The Journal
The latest from The Pro Bono Path
April 13, 2026
Entry No. 3
Saying It Out Loud: And What About Diversified?
In my last post, I explored the idea behind pro bono financial advice and how that idea of a “Second Mountain” has started to resonate with me in a way it probably wouldn’t have a few years ago. At some point, though, those thoughts have to move beyond reflection. You can only carry an idea...
April 6, 2026
Entry No. 2
Digging Deeper: Why Pro Bono Financial Planning Is My Next Mountain
The response to my first post about pro bono financial planning in this new direction was overwhelming to say the least. I heard from many friends and colleagues and believe me, I appreciate the support. More than one of you asked me to dig in deeper on “the why” before I spend time on the...
March 30, 2026
Entry No. 1
Why I Earned My CFP® After 40 Years And What Comes Next
After more than 40 years in financial services, I sat down and did the work. Not because I had to. Because I needed to prove to myself I was serious about where I want to go next. Last month, I passed the CFP® exam. I took the CFP test on March 23rd, not because I had to,...